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4 Popular Mailchimp Zapier automations explained

March 7, 2020

What are they and why should you be using them?

MailChimp is one of the biggest names in email marketing software and rightfully so.

With an extensive feature set covering email marketing, automation, landing pages and much more, MailChimp gives you the tools you need to grow your business.



But if you are looking to take your marketing strategy to the next level, things start to get complicated.

You'll want to segment customers, manage leads and run automated campaigns. You'll also need to push and pull data from your other marketing campaigns, CRM or eCommerce website. 

Most people give up here because it takes time, money and developers to make such a complicated marketing engine....or does it?

By connecting your MailChimp account to Zapier, you'll be able to build incredible marketing processes that help grow your business, without writing a single line of code.

In this article, we'll show you some of our favorite MailChimp and Zapier integrations and explain how each can help you achieve your goals.

#1. Upgrade a form to Typeform, then add them to MailChimp


We use forms to make online purchases, contact companies, submit support tickets and so much more. They are usually gray, boring and unhelpful with cryptic error messages. But it doesn't have to be this way. 

Typeform is a company with a mission to make forms interesting, even beautiful. Typeform forms work particularly well as a first point of contact with a potential customer, as they are friendly, helpful and feel like the start of a conversation.



This new approach to form design isn't just visually better, it’s also more user-centric, too. Whereas a standard form converts customers between 3%-28% of the time, Typeform's conversion rate is over 59%.

Even better, Typeform can be plugged directly into MailChimp via Zapier.


Why connect Typeform to MailChimp with Zapier?

With a simple Zap, whenever someone uses your Typeform they can be:

  • Automatically added to the right marketing list to receive your newsletter. This is an amazing way to build a relationship and nurturr prospects way before they’re in the ‘purchase mindset’. 
  • Added to a MailChimp automated campaign to start a drip funnel. For example, you could send a PDF of your products on day 1, followed by a video on day 3, then encourage them to book a call on day 5. If you’re using a tool when you’re currently manually enrolling leads into sequences, this could be an epic timesaver.
  • Add a tag to an existing subscriber. This is perfect if you are sending a form to your existing customers and want to be able to segment them at a later stage. 

How do I connect Typeform to MailChimp?

  1. Create your Typeform for free here. They even offer a range of templates, including lead generation forms, quote generators, job application forms and loads more.
  2. Log in to your Zapier account and go here to see the Typeform and MailChimp connections
  3. Choose a trigger of 'New Entry' and an action of 'Add/Update Subscriber'
  4. Follow the step-by-step instructions within Zapier to connect your Typeform and MailChimp accounts

#2. Book appointments and meetings instantly with Calendly, then add them to MailChimp

Scheduling meetings is painful. With so much back and forth, it can feel more like a game of tennis than a productive conversation.

With Calendly, you list the dates and times you are available and connect your calendar. 

Next, create different types of meetings for people to schedule. For example, you could offer a 1-hour consulting call or a 15-minute catch-up. For each event type, you can choose your availability and how you prefer to host these meetings (via Zoom, Skype, Google Hangouts or in-person).

Your guest clicks your link, sees your availability and the meeting is instantly added to your calendar.



But what happens after the meeting?

By connecting Calendly and MailChimp with Zapier, you'll never lose track of a customer.


Why connect Calendly to MailChimp with Zapier?

With a basic 2-step Zap, you can:

  • Subscribe someone to a newsletter when they request a meeting
  • Add someone to a MailChimp automated campaign and send them some pre-meeting tasks or information if required. For example, you could send a worksheet or a company one pager.
  • Move them to another list, add a tag or unsubscribe them when they cancel a meeting

How do I connect Calendly to MailChimp?

  1. Create a Calendly account and set up your event types and availability.
  2. Log in to your Zapier account and go here to see Calendly and MailChimp integrations.
  3. Choose a trigger and an action from the dropdown lists
  4. Follow the step-by-step instructions within Zapier to connect your Calendly and MailChimp accounts

#3. Get leads on Facebook, then add them to MailChimp

Getting new customers is one of the most difficult and time-consuming tasks for many businesses.

One of the many advertising options available is Facebook Leads Ads.

Like a normal Facebook Ad, these appear in the newsfeed of your target customers. With 1 click, a potential customer can share their first name, last name and email address with you.

But what comes next? How will you convert them to a paying customer?

By connecting Facebook Lead Ads and MailChimp with Zapier, you can add these leads to a MailChimp list and automatically send them relevant information. You could send them a coupon, an information pack or an introduction video, or even enroll them in a helpful course.

Even better, you could schedule a sequence of emails to warm up the leads, introduce them to your offering and convince them to purchase.

Why connect Facebook Leads Ads to MailChimp with Zapier?

With a basic 2-step Zap, you can:

  • Subscribe someone to a newsletter when they submit your Facebook Lead Ad
  • Offer a free download in your advertisement, then send them it automatically with a MailChimp automated campaign


With a multi-step zap, you can:

  • Send a Slack message to your sales team, telling them about the new lead
  • Add a new deal to your CRM tool for your sales team to pick up on
  • Detect whether the customer is already on your MailChimp lists and send them a different 'welcome back' offer

How do I connect Facebook Leads Ads to MailChimp?

  1. Create a Facebook Ads account and set up a Facebook Leads Ads campaign
  2. Log in to your Zapier account and go here to see Facebook Leads Ads and MailChimp integration.
  3. Choose a trigger and an action from the dropdown lists
  4. Follow the step-by-step instructions within Zapier to connect your Facebook Leads Ads and MailChimp accounts

#4. Inspire repeat purchases by integrating MailChimp with your eCommerce solution

So you've made a sale online - congratulations! But how do you get that customer to purchase again?

Why not move them from your 'potential customers' list to a 'customer loyalty list', where you send discounts or exclusive insider updates to your most valued customers?

You can do this effortlessly with some automation magic thanks to Zapier. 

Zapier integrates with a wide range of eCommerce solutions and payment gateways, including:

  • Shopify
  • Squarespace
  • PayPal
  • Magento
  • Amazon Seller Central
  • Gumroad
  • eBay
  • BigCommerce
  • Recurly
  • Stripe

Why connect your eCommerce to MailChimp with Zapier?

With a basic 2-step Zap, you can:

  • Detect a new purchase and add a new subscriber to a MailChimp list
  • Detect if a purchaser was already in your MailChimp account, then move them to the appropriate list 

How do I connect Facebook Leads Ads to MailChimp?

  1. Log in to your Zapier account and find your eCommerce solution here
  2. Select the 'New Sale' trigger, then pick MailChimp as the destination
  3. Follow the step-by-step instructions within Zapier to connect your eCommerce account and MailChimp accounts

Supercharge your MailChimp account with Zapier

Each of these quick tips will save your hours in administration and help you grow your business, all thanks to MailChimp and Zapier.



But this is just the start - as you start using Zapier, you'll create unique workflows that work specifically for your needs.

If you need help getting started or building something just for you, we're here to make Zapier simple. Just tell us what you need and we’ll let you know how we can help.



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